Business
Simple IRA
Employees are the backbone to any great business.
Show them you care with a tax-favored Savings Incentive Match Plan for Employee retirement. It’s that SIMPLE. Seriously.
Simple IRAs
Easy and inexpensive to set up
Encourages employees to share in the responsibility of their retirement
No discrimination testing required
No IRS approval process
Little to no administrative costs
Tax benefits
Optional Employer Contributions
Let’s get started!
For more information on our Simple IRA accounts, contact one of our Customer Service Representatives and see IRS Publication 560 for information on setup requirements.
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Julia RathbunCustomer Service Representative, Team Lead |
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Hillary MillerCustomer Service Representative |
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Cassie LalemandCustomer Service Representative |
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Tess GregoryCustomer Service Representative |
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Teghan HalseyCustomer Service Representative |